Corporate Accoutant

AlTi Tiedemann Global; New York (NY); On-site; USD 115,000 - 135,000; Full time

Job summary

AlTi Tiedemann Global seeks a Corporate Accountant to lead global consolidation, holding company ledgers, and intercompany eliminations. You will coordinate with internal and external teams to prepare primary financial statements and SEC footnotes for filings, including 10-K/10-Q.

The role interfaces with Asset Management and Wealth Management divisions, supports SOX controls, and contributes to the close process using NetSuite and OneStream. A CPA and US GAAP knowledge are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance or Economics.
• CPA designation required.
• Strong analytical and communication skills.

Responsibilities

• Consolidate two global divisions and manage intercompany eliminations.
• Oversee SEC reporting and footnote disclosures for 10-K/10-Q.
• Manage external audit related to consolidation and intercompany ledgers.
• Support FP&A with forecasts and budgeting for the Holding Company.

Skills

Excel proficiency

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance or Economics

CPA designation

Tools

NetSuite

OneStream

Job description

Compensation: $115,000 - $135,000 / year

Department: Finance

Location: New York

Compensation: $115,000 - $135,000 / year

Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com

We are looking for a Corporate Accountant. The candidate will be responsible for the global consolidation and financial close process, preparation of the Holding Company financial statements and make significant contributions to the preparation of primary financial statements and applicable footnotes in the quarterly Form 10-Q and annual reports Form 10-K that are filed with the Securities and Exchange Commission ("SEC"). The role will interface with numerous internal and external teams.

Job Responsibilities

• The Corporate Accountant will have responsibility for the consolidation of our two global business divisions, Asset Management and Wealth Management, preparation of Holding Company ledgers and managing intercompany finances (e.g., eliminations and adjustments) between the Holding Company and business divisions.
• Work cross-functionally across the Company on accounting and SEC reporting matters including the preparation and review of financial statements, footnote disclosures, MD&A, and relevant disclosure checklists for Forms 10-K and 10-Q.
• Manage the external audit process related to consolidation, Holding Company ledgers and intercompany finances.
• Assist in the review and analysis of monthly, quarterly, and annual financial statements from subsidiaries.
• Create consistent and easily reviewable audit work papers and ensure timely and frequent communication with external auditors during quarterly reviews and year-end audits.
• Assist in the implementation of our global General Ledger, NetSuite, and Corporate Performance Management software, OneStream.
• Advance and improve workflow surrounding the financial close and consolidation process with a focus on automating and streamlining data submissions.
• Develop and maintain effective internal controls in relation to the financial reporting process; proactively identify opportunities to enhance internal controls compliance under Sarbanes-Oxley (SOX) and continuously improve the efficiency of financial operations.
• Continually research and stay well-informed of US GAAP standards as well as SEC and other regulatory reporting requirements.
• Review key investor relations materials, such as Earnings Release (8-K) and investor presentations.
• Work closely with accounting teams across the international Asset Management and Wealth Management divisions.
• Assist FP&A team with regular forecasts and budgetary process relating to the Holding Company.
• Assist in the preparation of presentation materials for the executive team.

Qualifications

• Bachelor’s degree in Accounting, Finance or Economics
• CPA designation required
• 6 years + of relevant accounting experience, preferably with combination of experience with a Big 4 public accounting firm and relevant experience at a public company.
• Experience preparing and/or auditing complex consolidation and intercompany schedules, financial statements, footnotes and disclosures for Forms 10-Q and 10-K is required.
• Experience with the design, implementation, and testing of internal controls to ensure compliance with Sarbanes-Oxley (SOX) is preferred
• Highly proficient in Microsoft Excel
• Proficiency with reporting software and systems; experience with NetSuite and/or OneStream is highly desirable
• Exposure to acquisition accounting and integrations, purchase price allocations and post M&A financial reporting and systems support is desirable
• Excellent analytical, organizational, and critical thinking skills
• Strong written and verbal communication skills

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $115,000 - 130,000